The Fat Wallet Show with Kristia van Heerden

Podcast: How much money do you need?

Kristia van HeerdenLatest, The Fat Wallet

…to contribute to these funds? All too often companies set the retirement savings rate on behalf of employees. If you can’t answer this question, how will you know whether the company-mandated savings rate or the oft-cited 15% is enough to see you through retirement? When I started dreaming of an early retirement, I calculated I…

How long is long-term?

Podcast: How long is long-term?

Simon BrownJSE Direct, Latest

…I can’t help wonder if it’s not a case of “in theory, but not in practise”. If I compare the performance of the CSEW40 to the plain Satrix 40, without exception over an almost 10 years period, the Satrix 40 outperforms the equally weighted 40 – sometimes really significantly (thanks etfSA for the data). Download

Podcast: New listings in hot sectors

Simon BrownJSE Direct, Latest

…boom. But in a more subdued market, a more skeptical market, quality matters. Cash matters, brands matter, management matters. It all really matters. It is not enough to just be in the right space. Download the audio file here Subscriber to our feed here Sign up for email alerts as a new show goes live Subscribe or review…

ETF price wars

Podcast: ETF price wars

Simon BrownJSE Direct, Latest

…as I was recording. SA makes up less than 7% of @MSCI_Inc Emerg. Markets IMI (@Satrix_SA #STXEMG #ETF) – great investment diversification for SA investors https://t.co/qUumri4KRR — Nerina Visser, CFA (@Nerina_Visser) July 12, 2017 Download the audio file here Subscriber to our feed here Sign up for email alerts as a new show goes live Subscribe or review…

The Fat Wallet Show with Kristia van Heerden

Podcast: ETF IPOs explained

Kristia van HeerdenLatest, The Fat Wallet

…placements here. When companies list, a limited amount of shares are issued and allocated during the IPO. If the share price rallies after a listing, investors who get in before everyone else have nowhere to go but up. ETF units, on the other hand, are created as people buy them and priced based on their…

ETF blog logo

ETF: Are cheaper ETFs better?

Kristia van HeerdenETF Blog, Latest

The local ETF market continues to expand. Greater competition in the space achieved what greater competition always achieves – lower prices. We’ll never complain about low investment costs, but having so many similar ETFs to choose from is causing some anxiety. If two index-trackers track the same index, the one with a lower TER will…

Recession-proof stocks

Video: Recession-proof stocks

Simon BrownLearn Investing, Power Hour, Webinar and Video

There’s certainly no shortage of fear when it comes to investing in South Africa. Media headlines containing words like “junk status”, “recession”, “state capture” would have you believe that we’re approaching the end. But as legendary investor Warren Buffett says, “be fearful when others are greedy and greedy when others are fearful”. This Power Hour…

The market vs. the economy

Podcast: The market vs. the economy

Simon BrownJSE Direct, Latest

The market vs. the economy Simon Shares PPC (JSE code: PPC) announced departure of CEO and share tanks. This company in serious board room trouble. Kumba (JSE code: KIO) results were decent, dividend was wild (ahead of actual HEPS) as they compensated shareholders for missed dividends! This is odd and asks the question about dividends…

The Fat Wallet Show with Kristia van Heerden

Podcast: How to structure your pay cheque

Kristia van HeerdenLatest, The Fat Wallet

…of a live audience, Simon and I discuss how to create structure around your salary. We explain, once a again, the five financial concepts that will enable you to make a good financial decision every time. To recap, they are: Interest Inflation Compounding Assets and liabilities Indices and index-tracking products We discuss the expense categories…